Valeo Financial Advisors LLC Has $243.72 Million Position in iShares Core S&P Small-Cap ETF $IJR

Valeo Financial Advisors LLC lessened its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.9% during the fourth quarter, HoldingsChannel.com reports. The fund owned 2,213,376 shares of the exchange traded fund’s stock after selling 88,865 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 5.3% of Valeo Financial Advisors LLC’s portfolio, making the stock its 2nd biggest position. Valeo Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $243,718,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 2.5% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock worth $5,029,772,000 after acquiring an additional 1,024,536 shares during the period. Jones Financial Companies Lllp lifted its position in iShares Core S&P Small-Cap ETF by 549.5% during the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after purchasing an additional 12,593,909 shares in the last quarter. Ameriprise Financial Inc. lifted its position in iShares Core S&P Small-Cap ETF by 2.1% during the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock valued at $601,837,000 after purchasing an additional 112,747 shares in the last quarter. JPMorgan Chase & Co. lifted its position in shares of iShares Core S&P Small-Cap ETF by 60.1% in the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after acquiring an additional 1,928,405 shares in the last quarter. Finally, Truist Financial Corp lifted its position in shares of iShares Core S&P Small-Cap ETF by 14.0% in the fourth quarter. Truist Financial Corp now owns 4,644,219 shares of the exchange traded fund’s stock valued at $558,142,000 after acquiring an additional 569,647 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $138.35 on Monday. The stock’s 50-day simple moving average is $128.97 and its 200-day simple moving average is $125.42. iShares Core S&P Small-Cap ETF has a 52 week low of $102.57 and a 52 week high of $139.49. The company has a market capitalization of $103.30 billion, a price-to-earnings ratio of 16.52 and a beta of 1.03.

About iShares Core S&P Small-Cap ETF

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.